$Micron Technology(MU)$ $SanDi

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$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ This feels like the final nail in the coffin for the shorts. An analyst at LS Securities, Jung Woo-sung, interpreted the recent results as favorable for the sustainability of AI demand for memory companies. He pointed out that supply constraints and an upward revision of capital expenditures were confirmed simultaneously in Alphabet's earnings, and noted that demand has still exceeded investment despite significant increases in production capacity over the past three years.

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